Means Investment Co., Inc. Activity: New Positions and Changes in Q2 2026
Means Investment Co., Inc. has shown significant buying activity, notably adding Vanguard World Fund ETF (MGK) to its portfolio worth $13.2 billion as of June 30th, 2026.
Investor Activity Overview
This report details observable changes in holdings for Means Investment Co., Inc. during the second quarter of 2026, based on available filing data. The total portfolio value stood at $1,322,186,476 as of June 30th.
New Positions and Significant Buys
The most notable change this quarter was the initiation of a new position in Means Investment Co., Inc.'s portfolio. The Vanguard World Fund ETF (MGK) represents approximately $41 million in value and accounts for about 3.1% allocation, making it a substantial addition. This was not the only new position; Means Investment Co., Inc. also started holding JPIE (J P Morgan Exchange Traded Fund) and JBND (J P Morgan Exchange Traded Fund), although these are sector funds themselves, not individual stocks.
Means Investment Co., Inc. demonstrated strong buying interest in several existing positions during Q2 2026. The fund significantly increased its stake in INVESCO EXCHANGE TRADED FD T (XLG) by adding over 60,000 shares, resulting in a nearly 4% increase in the position's weight within the portfolio. Similarly, substantial purchases were noted for J P MORGAN EXCHANGE TRADED FUNDs represented by symbols JPIE and JBND, although these are funds rather than direct stock holdings.
Focus on Technology Sector
Means Investment Co., Inc.'s portfolio continues to show a significant allocation towards the Technology sector, which accounts for about 17.3% of its total value as disclosed in this filing. Key holdings like AAPL (Apple Inc.) and MSFT (Microsoft Corporation) saw slight adjustments but remain major components.
The fund also increased its position in VANGUARD INDEX FDS (VOO), a broad-based equity index fund, adding shares that resulted in a 0.49% change from the prior period. Furthermore, holdings like PYLD (PIMCO ETF TR) and AVUV (AMERICAN CENTY ETF TR) were increased, contributing to diversification across different asset classes.
Decreases and Portfolio Shifting
In contrast to its buying activities, Means Investment Co., Inc. also reduced exposure in certain areas during Q2 2026. The fund decreased its position in VANGUARD INTL EQUITY INDEX F (VEU) by over 8,700 shares, leading to a -0.69% change from the prior period allocation.
Several holdings experienced notable reductions: AMERICAN CENTY ETF TR (AVUV) saw its position decrease by nearly 2,300 shares (-2.23%), and ISHARES TR (IMCB) was reduced by over 25,000 shares (-5.83%). Additionally, the fund exited positions in NFLX (Netflix Inc.) and XLRE (Select Sector SPDR Telecom ETF), removing them entirely from its active holdings list.
Overall Portfolio Dynamics
The changes observed reflect a dynamic portfolio management strategy focused on rebalancing and sector rotation. The top five holdings by weight accounted for approximately 43.8% of the total portfolio value, indicating concentration in specific areas but also active adjustments elsewhere.
While the Technology sector remains prominent, other sectors like Financial Services (6.1%) and Consumer Cyclical (5.2%) are also significant parts of Means Investment Co., Inc.'s holdings structure as of June 30th, 2026. The fund's actions this quarter highlight its responsiveness to market opportunities and potential shifts in investment focus.